Regions
FCA praised for opening direct bond access to retail investors
This follows the regulator publishing an engagement paper on non-equity securities
Third IFA firm reprimanded over unsolicited offers to ex-BSPS members
As FCA sends ‘Dear CEO’ letter about companies using online portals of third-party actuarial providers to calculate redress
76% of advisers plan to retire in the next 10 years
More than half haven’t told their clients yet
US in the news: Banking group names head of wealth management
A round-up of people moves and M&A deals across North America
Global wealth firm sets up expat LTA advice service
Removing the lifetime allowance cap has ‘significant repercussions for those saving towards retirement’